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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,208 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,413 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,613 | $56,767+174.1% | $101,794+52.9% | $85,563+81.9% |
| Participation rate | 91.8% | 57.6%+34.2pp | 69.2%+22.6pp | 66.0%+25.8pp |
| Annual return | 11.66% | 17.76%-6.1pp | 30.53%-18.9pp | 31.51%-19.8pp |
| Employer contribution / active EE | $5,471 | $1,112+391.9% | $2,289+139.0% | $2,654+106.2% |
| Participant deferral / active EE | $4,763 | $2,720+75.1% | $4,084+16.6% | $4,375+8.9% |
| Admin fee / account holder | $166 | $1,098-84.9% | $8,777-98.1% | $834-80.1% |